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Feb 9, 2020
02/20
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to bob michele, priya misra, matthew hornbach, thank you. from new york city for our audience worldwide, that does it for us. we will see you next friday at 1:00 p.m. new york time. that is 6:00 p.m. in london. this was "bloomberg real yield." this is bloomberg tv. ♪ ♪ francine: rothschild is one of the most famous names in the world of finance, tracing back over 250 years. from the jewish quarter in frankfurt, the family expanded across europe, becoming bankers for royalty and government for generations. along history comes with preconceptions. so how do you modernize such a storied brand and its business? on this episode of "leaders with lacqua," i meet ariane de rothschild. ariane de rothschild, thank you so much for joining us here.
to bob michele, priya misra, matthew hornbach, thank you. from new york city for our audience worldwide, that does it for us. we will see you next friday at 1:00 p.m. new york time. that is 6:00 p.m. in london. this was "bloomberg real yield." this is bloomberg tv. ♪ ♪ francine: rothschild is one of the most famous names in the world of finance, tracing back over 250 years. from the jewish quarter in frankfurt, the family expanded across europe, becoming bankers for royalty and...
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Feb 8, 2020
02/20
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bob michele, priya misra, matthew hornbach back with us. let's talk about the testimony from jay powell. the review of monetary policy for the fed and the ecb. what are you looking for? bob: inflation targeting. are they moving off the 2% target? are they going to arrange? -- a range? that is phenomenally what i want to see. priya: i would agree. the fed has said they would not move their inflation target, but they are talking about range or how much will they let the economy run hot? what are the new tools? are they going to be effectively easier when the economy is hot? i think we will be looking for some details. i'm not sure about the reaction to the details because they are not done with it at the middle the year. matt: number one, i'm curious to see what they would do with the dot plot. it is an important forward guidance device. also, some inkling of a plan for what they will do when they get back to the zero lower bound. what will the next round of qe look like. will it be a yield curve control type program? are they giving up their
bob michele, priya misra, matthew hornbach back with us. let's talk about the testimony from jay powell. the review of monetary policy for the fed and the ecb. what are you looking for? bob: inflation targeting. are they moving off the 2% target? are they going to arrange? -- a range? that is phenomenally what i want to see. priya: i would agree. the fed has said they would not move their inflation target, but they are talking about range or how much will they let the economy run hot? what are...
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Feb 9, 2020
02/20
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to bob michele, priya misra, matthew hornbach, thank you. from new york city for our audience worldwide, that does it for us. we will see you next friday at 1:00 p.m. new york time. that is 6:00 p.m. in london. this was "bloomberg real yield"" this is bloomberg tv. ? [ fast-paced drumming ] [ fast-paced drumming ] that's why xfinity mobile lets you design your own data. you can share 1, 3, or 10 gigs of data between lines, mix in lines of unlimited, and switch it up at any time. all with millions of secure wifi hotspots and the best lte everywhere else. it's a different kind of wireless network, designed to save you money. switch and save up to $400 a year on your wireless bill. and save even more when you say "bring my own phone" into your voice remote. that's simple, easy, awesome. click, call or visit a store today. scarlet: i'm scarlet fu. this is "etf iq." we focus on the access, risks, and rewards of exchange traded funds. ♪ scarlet: tesla on a tear. shares shift in the hyperspeed. we look at the etf's with the most exposure. don't l
to bob michele, priya misra, matthew hornbach, thank you. from new york city for our audience worldwide, that does it for us. we will see you next friday at 1:00 p.m. new york time. that is 6:00 p.m. in london. this was "bloomberg real yield"" this is bloomberg tv. ? [ fast-paced drumming ] [ fast-paced drumming ] that's why xfinity mobile lets you design your own data. you can share 1, 3, or 10 gigs of data between lines, mix in lines of unlimited, and switch it up at any time....
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Feb 8, 2020
02/20
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jonathan: back with us, bob michele, matthew hornbach, and priya misra. bob michele is back here. let's talk about the shift in high-yield. you are leaning into this? bob: yeah. i don't want to fight this. if you go back to the middle of last year, it looked like we were headed towards recession. the central banks eased en masse. we totaled 88 central bank rate cuts totaling 9000 basis points. you got compromise on trade. so what is there to fight? and i look at it from the perspective, you worry about high-yield. if you think you are going to lose money. to lose money, you need to fall to go up. default rates go up when you have a recession. if the probability of recession is reduced so dramatically, why do i want to fight that? i will not have default rates, i will not lose money, and i have got loads of clients around the planet looking to get into something that has a positive yield. jonathan: summer of last year, this was a 180. you were worried. you were worried about the end of psychodynamics bleeding into fixed income -- it did not happen. what was the inflection point for
jonathan: back with us, bob michele, matthew hornbach, and priya misra. bob michele is back here. let's talk about the shift in high-yield. you are leaning into this? bob: yeah. i don't want to fight this. if you go back to the middle of last year, it looked like we were headed towards recession. the central banks eased en masse. we totaled 88 central bank rate cuts totaling 9000 basis points. you got compromise on trade. so what is there to fight? and i look at it from the perspective, you...
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potter born made it to all soon after one man well neuer carried the ball to the feet of spend michel but bar came through with 2 minutes to go says he found love and dogs did for the game winner and his 25th goal of the campaign. and it's being billed as the biggest heavyweight contest in decades on saturday a while that will face tyson fury in a title rematch in las vegas the american wilder is the reigning champion in the w.b.c. category but both men have it all. on an even greater prize a shot at the 3 belt holder anthony joshua and the chance to unify the world heavyweight champion. gypsy carrying a tie research here. to hype and anticipation a growing buzz boxes weighed in heavier than they did for their 1st fight a sign perhaps of the slugfest to come. this was as close as the packet get to each other jives from a distance all they were allowed because of this at their pre-fight news conference on wednesday the shoving all done 5 while they try to claim credit for reviving fury's career after his personal struggles were not found through you wish you would like a big house coun
potter born made it to all soon after one man well neuer carried the ball to the feet of spend michel but bar came through with 2 minutes to go says he found love and dogs did for the game winner and his 25th goal of the campaign. and it's being billed as the biggest heavyweight contest in decades on saturday a while that will face tyson fury in a title rematch in las vegas the american wilder is the reigning champion in the w.b.c. category but both men have it all. on an even greater prize a...